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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,540 |
22 funds of $250K or more; 17 lines in all, holding $31.9M of the plan's $32.0M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $16.7M | 52.4% |
| Vanguard 500 Index Fund Adm ea Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.6M | 17.5% |
| Vanguard Growth Index Fund Adm wx Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.7M | 8.4% |
| Vanguard Mid Cap Index Adm a Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.7M | 5.2% |
| Vanguard Federal Money Market Inv 8 Vanguard · Money market Recordkeeper's own fund | $1.2M | 3.7% |
| Vanguard Small-Cap Growth Index Fund Adm we Vanguard · Mutual fund IndexRecordkeeper's own fund | $784K | 2.5% |
| Vanguard Total Bond Market Index Fund Adm ae Vanguard · Mutual fund IndexRecordkeeper's own fund | $544K | 1.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $467K | 1.5% |
| Vanguard Balanced Index Fund Adm “sad Vanguard · Mutual fund IndexRecordkeeper's own fund | $461K | 1.4% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $403K | 1.3% |
Added 13 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $26.9M |
| AddedVanguard Target Retirement 2035 Fund | $16.7M |
| AddedVanguard 500 Index Fund Adm ea | $5.6M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.